Click the down arrow associated with the email you would like to send. Click Preview and Test. In the Test Send tab, enter up to five email addresses for Recipient or select a test data extension containing all the subscribers for your test. Click Change to select personalization options for the test send.
Full Answer
How do I enable email tracking in Salesforce?
Enable “Enhanced Email.” Under “Setup,” go to “Activity Settings.” Click on “Enable Email Tracking.” Submit the information: from then on, you’ll be able to view the email tracking for all emails sent through Salesforce.
What is enhanced email in Salesforce?
With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records. EmailMessage is a standard Salesforce object, and that’s how you get all of these great new email features. You can also turn off email tracking for specific individuals if necessary.
How to send mass emails in Salesforce lightning experience?
In Salesforce Classic, email tracking will be seen under the HTML Email Status. To send mass emails under the Salesforce Lightning Experience, need to first enable “Allow sending list emails” under user permissions. Create a contact or lead list or a campaign list. Select the contacts you want to send an email to.
How to track email open and read in Salesforce?
Now, Salesforce makes it possible to see whether an email has been opened in the Activity Timeline. Next, to any emails that were sent to customers, you’ll see whether the email is unopened or if it was read. You’ll even be able to see when the email was first opened and last opened. Enable Enhanced Email and Email Tracking
How do I use enhanced email in Salesforce?
From Setup, enter Enhanced Email in the Quick Find box, then select Enhanced Email.Click Enable.Update the Email Message page layout to: Add the Related To field. Then, your users can see which records are related to an email. Remove the Parent Case field from the Email Message page layout.
How do I enable enhanced email in Salesforce lightning?
EmailMessage is a standard Salesforce object, and that's how you get all of these great new email features. To enable Enhanced Email, go to setup menu, search for Enhanced Email, and click Enable button. All existing email sent prior enable enhanced email will NOT change.
How do I check email activity in Salesforce?
To find the email in Past Activity, click the Activity tab. To open the email's task record, where you can view the message and related details, click the email link. And if you use Automatic BCC, you can find the sent email in your inbox.
How do I turn off enhanced email in Salesforce?
To edit the outbound email message in Salesforce, then Enhanced Email functionality should be Disabled. Click Disable. Now, try to edit outbound Email message on any object.
How do I track an automated email in Salesforce?
In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Email Tracking. Click Submit.
How do I Preview email templates in lightning?
In Lightning, users can write an email and create templates directly from records. When sending an email directly from a record in Lightning, 'Send Test and Verify Merge Fields' is unavailable, but you can preview the email by clicking the eye icon.
How do I enable email tracking?
Enable Email Tracking in GmailClick the Email Tracking button in the compose panel.The Email Tracking button will turn green to indicate that tracking is enabled. ... Click Send.You will receive a real-time notification* when the email has been opened by the recipient.More items...
How do I run an email activity report in Salesforce?
Create an Email Activity Report in SalesforceIn Salesforce, click Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.More items...
How do I enable email logs in Salesforce?
Request an Email LogFrom Setup, enter Email Log Files in the Quick Find box, then select Email Log Files.Click Request an Email Log.Optionally, you can filter an email log to only include entries where a specific domain name or email address appears in a field, such as Recipient or Message ID Header .More items...
How do I track outbound emails in Salesforce?
Track Outbound Emails Sent by Each User in SalesforceAccess the "Type" picklist field from Setup. ... Under the Task Type Picklist Values section, click New and enter a new picklist value labelled Outbound Email.Click Save.More items...
What is Einstein activity capture?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
What is lightning sync in Salesforce?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
How to send mass email in Salesforce?
Sending Mass Emails in Salesforce Lightning Experience 1 Create a contact or lead list or a campaign list. 2 Select the contacts you want to send an email to. 3 Click on “Send List Email” in the upper right corner. 4 Create an email, optionally with an email template. 5 Review the email and send it.
How to track emails sent through Salesforce?
Under “Setup,” go to “Activity Settings.”. Click on “Enable Email Tracking.”. Submit the information: from then on, you’ll be able to view the email tracking for all emails sent through Salesforce. In the Lightning Experience, email tracking information will be seen under the activity timeline.
How many emails can you send in Salesforce?
Salesforce still limits emails to 5,000 emails per day and there are file size limitations on attachments. To get past these limitations, you can use MassMailer. Not only does MassMailer alleviate Salesforce email limits, but it also works with Salesforce templates and provides built-in email tracking features.
Does Salesforce track emails?
Salesforce has launched a new feature that is intended to provide better tracking for user interactions, such as email opens. Through better data, you can improve your entire marketing and sales campaigns. Here’s how you can start to track emails in Salesforce….
Can you see if an email has been opened in Salesforce?
Now, Salesforce makes it possible to see whether an email has been opened in the Activity Timeline. Next, to any emails that were sent to customers, you’ll see whether the email is unopened or if it was read. You’ll even be able to see when the email was first opened and last opened.
Can you turn off email tracking in Salesforce?
You can also turn off email tracking for specific individuals if necessary. Some customers may not feel comfortable being tracked through Salesforce and may request that the features be turned off. This is done through the Data Protection and Privacy section, with the “Don’t Process” and “Don’t Track” preferences.